Lenox Wealth Advisors dba Wealthspire Advisors Employee Directory

Financial ServicesNew York, United States0-1 Employees

Lenox Wealth Advisors, operating as Wealthspire Advisors, is a wealth management firm within the financial services sector based in New York, NY. It develops and executes complex financial plans and builds customized investment portfolios for a client base that includes individuals, families, trusts, not-for-profit organizations, and business entities, operating as an SEC-registered investment adviser bound by fiduciary duties. 

Planning capabilities are delivered through a Personal CFO platform supported by Certified Financial Planners, who work with clients to understand needs, goals, and values and to implement and monitor the agreed plan. In the investment arena, the firm designs global, multi-asset class portfolios aligned with life goals, risk tolerance, and liquidity needs, adjusting asset allocation as client circumstances evolve. As a subsidiary of NFP Corp., Lenox Wealth Advisors can draw on additional resources and partnerships to broaden its range of solutions, from personal risk management to executive benefits and commercial insurance, with technology partners providing support for planning, reporting, and administration.

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